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DIMENSIONAL FUND ADVISORS LP: SBH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on SBH, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 6,054,462 SBH shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 6,103,240 shares, 6.5%, in a 13G/A filed 2026-10-08.

Estimated current stake: 6,103,240 shares, 6.5% of the class

Estimated from 13G/A of 2026-10-08. As of 2026-09-30, 13G/A 0000354204-26-001042.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 6,103,240 shares
    Share basis changed not comparable

    6.5% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0000354204-26-001042 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 6,054,462 shares
    Change vs previous 13F +182,483 shares

    0.02% of the 13F portfolio, value $85,612,152.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,871,979 shares
    Change vs previous 13F +202,020 shares

    0.02% of the 13F portfolio, value $81,323,423.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,669,959 shares
    Change vs previous 13F +122,635 shares

    0.02% of the 13F portfolio, value $80,855,142.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,547,324 shares
    Change vs previous 13F +100,091 shares

    0.02% of the 13F portfolio, value $90,310,778.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 5,447,233 shares
    Change vs previous 13F +626,252 shares

    0.01% of the 13F portfolio, value $50,439,299.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,820,981 shares
    Change vs previous 13F +771,249 shares

    0.01% of the 13F portfolio, value $43,530,361.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,049,732 shares
    Change vs previous 13F +459,972 shares

    0.01% of the 13F portfolio, value $42,315,990.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  9. period ended2024-09-30
    13F 3,589,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $48,711,442.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).